Compare PandaDoc and Proposify 
At a Glance
Market Segments
Small-Business (72.3% of reviews)
Small-Business (84.7% of reviews)
Entry-Level Pricing
$19.00 1 Seat cost Per Month
$19.00 1 Seat Per Month
PandaDoc
Star Rating
(2,785)4.7 out of 5
Market Segments
Small-Business (72.3% of reviews)
Entry-Level Pricing
$19.00 1 Seat cost Per Month
Free Trial is available
Browse all 3 pricing plansProposify
Star Rating
(1,119)4.6 out of 5
Market Segments
Small-Business (84.7% of reviews)
Entry-Level Pricing
$19.00 1 Seat Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that PandaDoc excels in its document signing capabilities, with a score of 9.6 compared to Proposify's 9.5. Reviewers mention that the seamless integration of the "Signature Workflow" feature makes it easy to manage multiple signers efficiently.
- Reviewers mention that PandaDoc's ease of use is a standout feature, scoring 9.2, while Proposify lags slightly behind at 8.5. Users on G2 appreciate the intuitive interface of PandaDoc, which simplifies the document creation process.
- G2 users highlight that PandaDoc offers superior custom branding options, scoring 8.8, while Proposify shines with a higher score of 9.2. Users report that Proposify's branding flexibility allows for a more personalized touch in proposals, which is crucial for client engagement.
- Reviewers mention that PandaDoc's contract management features, particularly "Contract Collaboration" and "Approval Process," score higher at 8.8 and 9.2 respectively, compared to Proposify's 8.5 and 8.8. Users say that these features streamline the approval workflow significantly.
- Users on G2 report that PandaDoc's reporting and analytics capabilities, particularly "Engagement Tracking," score 9.0, while Proposify's is slightly higher at 9.2. Reviewers mention that Proposify's proposal effectiveness reporting provides deeper insights into client interactions.
- Users say that both platforms offer solid integration capabilities, but PandaDoc's "API / Integrations" score of 8.4 is slightly better than Proposify's 8.3. Reviewers mention that PandaDoc's integrations with various CRM systems enhance its functionality for sales teams.
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Pricing
Entry-Level Pricing
PandaDoc
Essentials
$19.00
1 Seat cost Per Month
For creating impressive documents that generate results.
- All the Free plan features plus:
- 2 users
- Templates
Proposify
Basic
$19.00
1 Seat Per Month
Kick-start your journey. Send on-brand proposals quickly and close deals. Billed monthly or annually. The price above applies to annual billing.
- 5 document opens/month
- Content library
- E-signatures
Free Trial
PandaDoc
Free Trial is available
Proposify
Free Trial is available
Ratings
Meets Requirements
9.2
2,131
9.1
860
Ease of Use
9.2
2,151
8.5
865
Ease of Setup
9.1
1,224
8.5
538
Ease of Admin
9.2
1,031
9.0
464
Quality of Support
9.1
1,726
9.2
766
Has the product been a good partner in doing business?
9.3
1,006
9.4
456
Product Direction (% positive)
9.2
1,965
9.2
795
Features by Category
Signature Process
9.6
1433
|
Verified
9.4
275
9.1
1302
|
Verified
9.0
255
9.5
1373
|
Verified
9.3
271
9.0
1136
|
Verified
8.8
219
9.4
1263
|
Verified
9.0
239
8.8
800
|
Verified
Feature Not Available
8.9
1017
|
Verified
8.8
234
9.3
1285
|
Verified
9.1
255
Security and Scalability
9.3
1025
|
Verified
8.9
211
9.4
1162
|
Verified
9.1
228
9.1
872
|
Verified
8.9
204
Platform
8.7
791
|
Verified
9.0
223
9.0
844
|
Verified
8.9
203
8.8
603
|
Verified
8.6
168
9.2
932
|
Verified
8.9
219
8.4
634
|
Verified
8.2
168
Configuration - cpq
8.7
71
|
Verified
8.7
28
8.8
28
|
Verified
8.5
19
8.6
66
|
Verified
8.4
25
8.6
67
|
Verified
8.7
26
8.8
68
|
Verified
8.7
28
Pricing
8.3
73
|
Verified
8.4
35
7.8
71
|
Verified
8.3
30
8.3
63
|
Verified
8.5
27
8.7
67
|
Verified
9.0
32
8.8
65
|
Verified
9.0
32
8.5
57
|
Verified
8.7
21
Quoting
8.4
64
|
Verified
9.0
25
8.1
62
|
Verified
8.9
24
8.8
69
|
Verified
9.4
29
8.5
58
|
Verified
8.6
22
8.8
71
|
Verified
9.1
27
Admin
9.2
226
|
Verified
8.9
98
8.8
197
|
Verified
8.7
96
8.9
186
|
Verified
8.7
85
9.2
220
|
Verified
8.7
98
Channels
8.3
59
|
Verified
8.1
21
8.4
49
|
Verified
8.4
18
8.9
25
|
Verified
7.6
17
Platform
8.5
162
|
Verified
8.5
86
8.7
139
|
Verified
8.4
74
8.9
145
|
Verified
8.7
62
9.3
201
|
Verified
9.1
97
8.9
209
|
Verified
8.9
98
Not enough data
Not enough data
Generative AI - cpq
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Document Creation
8.7
715
|
Verified
8.5
627
|
Verified
8.7
702
|
Verified
8.5
640
|
Verified
8.4
593
|
Verified
8.5
562
|
Verified
9.0
680
|
Verified
8.7
601
|
Verified
9.0
694
|
Verified
9.2
624
|
Verified
8.8
663
|
Verified
9.2
615
|
Verified
Workflow
8.7
651
|
Verified
8.4
597
|
Verified
8.6
558
|
Verified
8.4
486
|
Verified
8.7
556
|
Verified
8.6
476
|
Verified
Analytics
9.0
651
|
Verified
9.2
606
|
Verified
8.6
551
|
Verified
9.0
548
|
Verified
8.7
608
|
Verified
8.9
565
|
Verified
Administration and Platform
8.8
631
|
Verified
8.9
529
|
Verified
8.9
691
|
Verified
9.1
598
|
Verified
8.3
562
|
Verified
8.4
438
|
Verified
9.2
667
|
Verified
9.2
565
|
Verified
8.4
371
|
Verified
8.0
248
|
Verified
8.4
465
|
Verified
8.3
382
|
Verified
Generative AI
Feature Not Available
Feature Not Available
Contract Management Platform Features
9.1
836
|
Verified
8.9
214
9.0
801
|
Verified
8.8
218
8.8
827
|
Verified
8.3
215
8.9
751
|
Verified
8.7
191
8.8
727
|
Verified
8.6
179
9.2
781
|
Verified
8.9
200
9.1
842
|
Verified
8.8
207
8.9
756
|
Verified
8.7
200
8.6
646
|
Verified
8.2
179
8.9
777
|
Verified
8.6
205
Generative AI
Feature Not Available
Feature Not Available
Feature Not Available
Feature Not Available
Functionality
9.1
30
Not enough data
9.2
26
Not enough data
8.9
25
Not enough data
Data Sources
8.9
489
8.3
152
8.5
401
Feature Not Available
9.2
542
8.6
164
Generation
9.2
564
8.7
179
Feature Not Available
8.2
167
9.1
533
8.9
181
Delivery
9.3
518
8.7
156
Feature Not Available
8.3
139
8.9
401
7.6
124
Generative AI
Feature Not Available
Feature Not Available
Feature Not Available
Feature Not Available
Feature Not Available
Feature Not Available
Feature Not Available
Feature Not Available
Customization
9.1
91
Not enough data
8.8
79
Not enough data
9.2
90
Not enough data
9.3
91
Not enough data
Additional Functionality
9.0
78
Not enough data
8.1
73
Not enough data
9.3
94
Not enough data
8.9
75
Not enough data
8.9
78
Not enough data
Categories
Categories
Shared Categories
PandaDoc and Proposify are categorized as Document Generation, E-Signature, Proposal, CPQ, and Contract Management
Unique Categories
Proposify has no unique categories
Reviews
Reviewers' Company Size
PandaDoc
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Proposify
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
10.0%
Computer Software
9.8%
Information Technology and Services
8.7%
Construction
4.2%
Financial Services
4.1%
Other
63.2%
Marketing and Advertising
31.8%
Information Technology and Services
8.6%
Computer Software
7.0%
Management Consulting
5.7%
Construction
4.8%
Other
42.1%
Most Helpful Reviews
PandaDoc
Most Helpful Favorable Review
John S.
Verified User in Online Media
Integration with Hubspot is a huge help -- I can literally send agreements and proposals from HubSpot with deep personalization tokens in a flash. The ability to have payment set up in the doc is also amazing. However, PandaDoc lets me know when my...
Most Helpful Critical Review
Jody J.
Verified User in Marketing and Advertising
They don't play by their own rules. I sent an email to my new AM to reduce the license and he waited so I wouldn't be able to. I sent them a notification and they are ignoring it. It took a long time to get the proposal the way I wanted them to look so I...
Proposify
Most Helpful Favorable Review
Chris D.
Verified User in Information Technology and Services
I have been using Proposify for about a year, and the proposal templates are a huge time saver. In addition, using templates reduces the risk of errors creeping into proposals. Another huge timesaver is the ability for a client to sign a proposal online –...
Most Helpful Critical Review
Sara H.
Verified User in Information Technology and Services
There are a lot of little bugs that can make working within proposify very frustrating. You can't search the image library for specific images, which makes it very difficult to add in the photos you've put into your library. There are bugs with changes not...
John S.
Verified User in Online Media
Integration with Hubspot is a huge help -- I can literally send agreements and proposals from HubSpot with deep personalization tokens in a flash. The ability to have payment set up in the doc is also amazing. However, PandaDoc lets me know when my...
Chris D.
Verified User in Information Technology and Services
I have been using Proposify for about a year, and the proposal templates are a huge time saver. In addition, using templates reduces the risk of errors creeping into proposals. Another huge timesaver is the ability for a client to sign a proposal online –...
Jody J.
Verified User in Marketing and Advertising
They don't play by their own rules. I sent an email to my new AM to reduce the license and he waited so I wouldn't be able to. I sent them a notification and they are ignoring it. It took a long time to get the proposal the way I wanted them to look so I...
Sara H.
Verified User in Information Technology and Services
There are a lot of little bugs that can make working within proposify very frustrating. You can't search the image library for specific images, which makes it very difficult to add in the photos you've put into your library. There are bugs with changes not...
Alternatives
Discussions
Is PandaDoc safe?
9 comments
CK
It seems like you haven't provided any text in the Unknown Language for translation. Could you please provide the text you would like translated into English?Read more
What is PandaDoc used for?
4 comments
AB
PandaDoc is primarily used to e-sign documents (to collect electronic signatures), but it also has decent document creation capabilities (full-features...Read more
Is there a way to manually mark contract "won" if 1/2 of signatures are filled in
2 comments
JM
Hi Lexi,
I don't believe there is a way to manually mark it as won, however to confirm, just send a message to the team using the little chat box. They...Read more
Can you please look further into the reporting noted in my review?
1 comment
ES
Hi Carol, we're unable to locate the review you submitted, but please feel free to send your feedback to our support team (support@proposify.com) and we'll...Read more
Can you address these concerns
1 comment
ES
Hi Derek,
Thanks for your questions! The Proposify editor does support copy/cut and paste functions, though we recommend that you clear any formatting of...Read more
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